Anic Equity¶
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Total return since start: 0.693 %¶
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Equity now: -----------------------------> 51708.19 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48509.13 Kr¶
PnL: ---------------------------------------> -578.44 Kr¶
DD now: ---------------------------------> -0.455 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 09:39:28.211932'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.420000 | 3375.000000 | 195.000000 | 6.130000 | 3180.000006 |
| HMS Networks | 2 | 2.770000 | 800.000000 | 127.000000 | 18.870000 | 673.000000 |
| HEBA B | 70 | 2.490000 | 2740.500000 | 104.500000 | 3.960000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.740000 | 3557.720000 | 103.720000 | 3.000000 | 3453.999992 |
| SAAB B | 8 | 0.420000 | 3431.200000 | 54.200000 | 1.600000 | 3377.000000 |
| Swedbank A | 3 | 1.850000 | 612.300000 | 48.300000 | 8.560000 | 564.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | 0.940000 | 617.100000 | 43.100000 | 7.510000 | 573.999998 |
| AcadeMedia | 12 | 1.100000 | 597.840000 | 40.840000 | 7.330000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.160000 | 391.900000 | 36.900000 | 10.390000 | 355.000000 |
| Norva24 Group | 16 | 0.000000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| Intrum | 4 | 2.080000 | 550.600000 | 23.600000 | 4.480000 | 527.000000 |
| Eastnine | 4 | 2.080000 | 511.200000 | 20.200000 | 4.110000 | 491.000000 |
| OEM International B | 7 | 1.030000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| Boozt | 12 | 2.210000 | 1666.800000 | 12.800000 | 0.770000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 1.200000 | 578.880000 | 8.880000 | 1.560000 | 570.000000 |
| Corem Property Group B | 59 | 3.770000 | 584.980000 | 7.980000 | 1.380000 | 576.999999 |
| Coor Service Management Hold. | 8 | 0.820000 | 538.400000 | 6.400000 | 1.200000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.070000 | 249.840000 | 3.840000 | 1.560000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.050000 | 544.500000 | -1.500000 | -0.270000 | 546.000000 |
| Midsona B | 63 | 0.880000 | 580.230000 | -2.770000 | -0.480000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.640000 | 3846.500000 | -3.500000 | -0.090000 | 3850.000000 |
| CTEK | 13 | 2.210000 | 510.900000 | -23.100000 | -4.330000 | 533.999999 |
| International Petroleum Corp. | 5 | -0.180000 | 561.500000 | -33.070000 | -5.560000 | 594.565215 |
| Essity B | 2 | -1.360000 | 538.000000 | -36.000000 | -6.270000 | 574.000000 |
| Fasadgruppen Group | 38 | -1.460000 | 4104.000000 | -37.000000 | -0.890000 | 4140.999992 |
| Vivesto | 1368 | -0.200000 | 559.790000 | -53.210000 | -8.680000 | 612.999432 |
| Essity A | 4 | -1.100000 | 1080.000000 | -69.000000 | -6.010000 | 1149.000000 |
| Beijer Electronics Group | 27 | 0.180000 | 3007.800000 | -76.200000 | -2.470000 | 3083.999994 |
| OX2 | 22 | 4.160000 | 1843.600000 | -145.400000 | -7.310000 | 1989.000002 |
| Axfood | 15 | -3.980000 | 3873.000000 | -427.000000 | -9.930000 | 4300.000005 |
| Ovzon | 64 | -0.750000 | 3372.800000 | -623.200000 | -15.600000 | 3996.000000 |
| TOTAL | 48509.130000 | -578.440000 | -0.4547% | 49087.564636 |
Updated:¶
'2023-02-01 09:39:41.255445'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
